ZipRecruiter

Log In

1

Advisor Assistant Jobs in Nebraska (NOW HIRING)

Nelnet

Security Advisor

Ogallala, NE · On-site

Security Advisors assist with sales and marketing activities: * Participate in sales calls as a subject matter expert and attend conferences as appropriate. * Prepare and perform industry-related ...

next page

Showing results 1-20

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Nebraska

Advisor Assistant information

See Nebraska salary details

$27.2K

$51.7K

$86.8K

How much do advisor assistant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for advisor assistant in Nebraska is $51,720.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,100.00 per year, depending on experience, location, and employer.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Nebraska?

The most popular types of Advisor jobs in Nebraska are:

What cities in Nebraska are hiring for Advisor Assistant jobs?

Cities in Nebraska with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Nebraska as of August 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,720 per year, or $24.9 per hour.

Financial Advisor Assistant (Lincoln, NE)

Humans Being Resources

Lincoln, NE

$55K - $70K/yr

Full-time

Medical, PTO

Posted 4 days ago

Job description

Financial Advisor Assistant
Financial Office Assistant
(Financial Services Firm)
Our client's Financial Services Firm located in the Lincoln, NE area is looking to add a key employee to the Team. They are seeking a professional Financial Advisor Assistant / Financial Office Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. If you want to join a team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • 2+ years of Financial Services / Wealth Management experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus

ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Advisor Assistant / Financial Office Assistant you will: 
  • Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Manage financial advisory team calendar appointments, meetings, events, travel, etc. as needed
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION
  • $55,000 - $70,000 Annual Compensation (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Healthcare Insurance + Generous PTO Policy + Paid Holidays
  • Great Work/Life Balance
 
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Advisor Assistant / Financial Office Assistant position in the Lincoln, NE area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!